| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 10,926 | 38,000 | 83.30% | ||
| 2 | CT Financial Advisors LLC | 1,628 | 5,617 | 12.31% | ||
| 3 | GLENMEDE TRUST CO NA | 585 | 2,000 | 4.38% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
